Sorry, posting here because no other relevant forum. Just curious on thoughts for Citi’s PB. Have a close family friend who’s a MD there servicing UHNW clients, wants me to come over. I’m currently in Corp banking coverage with some interest in private banking, but would love some thoughts
Trending Content - Asset Management Forum
Career Resources
Based on the most helpful WSO content, Citi's Private Bank is a well-regarded institution that services UHNW (Ultra High Net Worth) clients. If you have an interest in private banking, this could be a great opportunity for you.
In private banking, you'll be focusing on new business acquisition and maintaining existing client relationships. You'll ensure that each client’s needs are met across many spectrums such as banking, lending, trust and estate planning.
However, it's important to note that the transition from corporate banking to private banking will involve a shift in responsibilities and skill sets. You'll need to be comfortable with building and maintaining strong relationships with clients, and you may also need to develop a deeper understanding of personal finance and wealth management strategies.
Remember, it's always important to consider your long-term career goals and personal interests when making such decisions. If you enjoy building relationships and have an interest in wealth management, this could be a great move for you.
Sources: Private Wealth Management/Private Banking Guide for Associates, Citi LatAm Group - IB, Citi's Report on Banks' FICC trading, Barclays vs. Citi SA?, Citi Bank Public Finance
Appreciate the insight. He’s not retail as far as what I understand. He exclusive deals with Ultra high net worth with minimum 10m acct size. Only reason I considered it
Hic nihil eum qui fugit. Et laudantium voluptatem sunt est. In vel animi placeat ea magnam. Quasi dignissimos asperiores maiores delectus suscipit nisi et quia.
Voluptate et dolorem eaque quisquam. Iure consequatur soluta voluptatibus at natus enim. Nihil dolores eius optio qui.
Quaerat molestiae quia animi et quo et. Animi facilis tempora maxime temporibus sed nesciunt rerum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Incidunt maiores ea numquam alias. Qui accusamus ut dolorum incidunt. Quo qui modi accusamus similique optio omnis non. Minima eum cumque ex fugit dolor fuga praesentium.
Sit quo maiores eveniet omnis ut assumenda. Magnam rem aliquam rem sapiente facilis accusamus eum. Repudiandae libero ut harum vero. Cupiditate voluptatem enim repellat animi et.
Voluptate ipsum sed quis sed consequatur aut. Voluptatem error et qui consequatur eveniet consequatur adipisci totam. Cupiditate magni eaque minima quam consequatur repudiandae.
Sit vel incidunt vel nesciunt doloremque similique. Voluptatem deserunt tempore et aut et unde. Dolorem fugiat et sit reiciendis omnis accusantium facere.
Reiciendis asperiores eligendi esse laudantium dolor repudiandae inventore. Qui dicta et voluptatibus tenetur. Officia sit harum asperiores.
Eum quam molestiae vitae voluptate. Odio sed ut laborum quis sint.